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How to Install the SalesWings Al Assistant Managed Package
How to Install the SalesWings Al Assistant Managed Package

Quick guide on how to install the SalesWings' AI Assistant for Salesforce

Desmond Wolkins avatar
Written by Desmond Wolkins
Updated over a week ago

How to Install

Installation is very simple, it should take less than 5 minutes.

Step 1: Select the correct link based on where you'd like to install it.

Install AI Assistant in Production: - Click Here

Install AI Assistant in Sandbox - Click Here

Step 2: Select who you'd like to install it for, accept the disclaimer, and click install

Step 3: Wait for the Installation to complete (May take a few minutes).

Step 4: Once installation is completed, Click "Done"

Step 5: You should now see "SalesWings Assistant" In your Installed Packages.

How to Add the Assistant to your Lead/Contact/Account/Opportunity.

Each is added the same way, but for our example, we will be looking at an Account.

Step 1: Search for any account.

Step 2: In the top right-hand corner, click the Gear icon and select "Edit Page"

Step 3: In the tab on the left, scroll down until you see a group titled "Custom - Managed"

Step 4: Select "SalesWings AI Assistant" and drag it to the desired location.

Step 5: Save the page.

For how to use the Assistant, please Click here!

For all other questions, please don't hesitate to reach out by using our Chat in the bottom Right-hand corner or by booking a call with your Customer Success Manager!

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